`tax.treatment.auto`

Settle the sales tax of every record in a tax period that the rules can prove, as Autopilot, for { period, snapshotHash, pass, idempotencyKey }: bank fees, interest, payments to companies outside Canada or to contractors, small purchases with no receipt (no credit claimed) and receipts whose tax adds up. Each is saved as the same tax review a person would save, marked automatic with its plain reason, and can be undone. Records a person reviewed or undid, and records that changed, are left alone. Returns { applied, skipped, remaining }.

POST/api/v1/accounting/tax.treatment.auto

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_tax_treatment_auto

Fields

periodobjectRequired
The period to cover.
No other fields
snapshotHashstringRequired
SHA-256 hash as 64 lowercase hex characters
passintegerRequired
0 to 1000
idempotencyKeystringRequired
Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.
8–200 characters

curl https://app.getoatmilk.com/api/v1/accounting/tax.treatment.auto \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
  "pass": 1
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.treatment.auto", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    },
    "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
    "pass": 1
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.treatment.auto",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
        "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
        "pass": 1,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Response

{
  "data": { … }
}

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

Input

POST/api/v1/accounting/tax.treatment.auto

curl https://app.getoatmilk.com/api/v1/accounting/tax.treatment.auto \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "period": {
    "from": "2026-09-01",
    "to": "2026-09-30",
    "kind": "corporate"
  },
  "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
  "pass": 1
}'

const response = await fetch("https://app.getoatmilk.com/api/v1/accounting/tax.treatment.auto", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.OATMILK_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "period": {
      "from": "2026-09-01",
      "to": "2026-09-30",
      "kind": "corporate"
    },
    "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
    "pass": 1
  }),
});
const { data, error } = await response.json();
if (!response.ok) throw new Error(`${error.code}: ${error.message}`);
console.log(data);

import os
import uuid

import requests

response = requests.post(
    "https://app.getoatmilk.com/api/v1/accounting/tax.treatment.auto",
    headers={
        "Authorization": f"Bearer {os.environ['OATMILK_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "period": {
            "from": "2026-09-01",
            "to": "2026-09-30",
            "kind": "corporate",
        },
        "snapshotHash": "9f2b5c1d7e3a4b6c8d0e2f4a6b8c0d2e4f6a8b0c2d4e6f8a0b2c4d6e8f0a2b4c",
        "pass": 1,
    },
    timeout=30,
)
payload = response.json()
if not response.ok:
    raise RuntimeError(f"{payload['error']['code']}: {payload['error']['message']}")
print(payload["data"])

Fields

Fields inside period

Example

Try it